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For years we have been passionate about sharing our financial and investment knowledge with people just like you!

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Pension Webinar Course - Session 1: A Guide to Employer and Employee Benefits

Are you a business owner looking for answers on what retirement plan is right for you and your company? Look no further. In this first session of a five part course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors explains the different types of retirement plans and what to consider when choosing one that works for you and your employees.

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“What am I paying fees for?” How to determine the value of financial advice

Good financial advice should be available to everyone. Yet traditional fee structures of financial firms can be complex and exclusive. Many times, it results in shunning people with small investable accounts who would greatly benefit from professional advice. I like to compare financial advice to ordering a steak at a restaurant. Your steak costs the same whether you make $20,000 or $20 million. However, just as you wouldn’t pay filet mignon prices for a hanger steak, the same goes for good advice—you get what you pay for.

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How to Retire Early, Own a Beach House, or Fund a Hospital Wing in Your Name

Have you ever jumped off the sofa declaring “I need a vacation” and then sped off in your car toward the airport? Of course not! You planned. After everyone agreed on where to go, you checked calendars, chose dates, and reserved flights, hotels, and various activities. Then you waited weeks or months for the special date. In the meantime, you squared everything away at work so nothing would interrupt your big trip.

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